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MorganRosel Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

MorganRosel Wealth Management’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed -$627 – 361
2025
Q1 		$627 Buy
+6
New +$723 ﹤0.01% 327

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MorganRosel Wealth Management's BAH Position: Q2 2025 in Review

MorganRosel Wealth Management sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 6 shares — an estimated $627 sold.

MorganRosel Wealth Management first reported a position in BAH in Q1 2025 and held it in 1 quarter. The position peaked at $627 in Q1 2025. 701 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

  • MorganRosel Wealth Management reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 6 Booz Allen Hamilton shares in Q2 2025, an estimated $627.
  • MorganRosel Wealth Management first reported a position in Booz Allen Hamilton in Q1 2025 and held it in 1 quarter.
  • MorganRosel Wealth Management's Booz Allen Hamilton position peaked at $627 in Q1 2025.
  • 701 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on MorganRosel Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.